Document Management Made Easy with LegalServer’s SharePoint Integration

To effectively wrangle legal documents, you need to integrate and automate.

Software integrations are among the LegalServer team’s specialties, and integrating Microsoft 365 SharePoint - which holds a prevalent place in the legal community - has made life simpler for thousands of legal advocates.

LegalServer makes it easy to see and find the documents relevant to a case and open them right from Legalserver to make any edits.
Headshot of Ashley Holliday.

Ashley Holliday

General Counsel

West Tennessee Legal Services

When new cases are created, LegalServer automatically creates an associated folder in Microsoft 365. From there, users can add documents to the folder through multiple means, like creating case notes, or generating files via LegalServer’s document templates.

Screenshot of SharePoint integration in LegalServer.

For added convenience, LegalServer also saves emails to the case’s SharePoint folder as they are received. This holistic approach to document integration completely eliminates the need for duplicate uploads - saving legal teams lots of time in the process.


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